Cabot Corporation (CBT) Expands Circular Reinforcing Carbon Production to Asia Pacific
Cabot Corporation (CBT) has expanded its circular reinforcing carbon production to the Asia Pacific region, with manufacturing facilities in Cilegon, Indonesia, and Tianjin, China now validated. These facilities use the EVOLVE Sustainable Solutions technology platform to produce carbons from tire pyrolysis oil, supporting sustainability and strengthening regional supply chains. This expansion means CBT now has production capabilities for these products across Asia, Europe, and the Americas.
Cabot brings sustainable reinforcing carbon production to Asia
Cabot Corporation is expanding the production of its Evolve reinforcing carbons, which are sustainably sourced, into the Asia-Pacific region. This move aims to cater to the growing demand for green materials in industries like tires and industrial rubber products. The expansion strengthens Cabot's global supply capabilities for these environmentally friendly carbon additives.
Cabot Corporation Announces Production Capabilities in Asia
Cabot Corporation has expanded its production capabilities for circular reinforcing carbons, powered by its EVOLVE Sustainable Solutions technology platform, to Asia Pacific. Facilities in Cilegon, Indonesia, and Tianjin, China, are now validated to produce these carbons using tire pyrolysis oil and an ISCC PLUS mass balance approach. This expansion means Cabot now has circular reinforcing carbon production in all major regions (Asia, Europe, and the Americas), supporting tire manufacturers' sustainability goals and strengthening supply chain efficiency.
Old tires to new tread: Cabot expands circular carbon output in Asia
Cabot Corporation (NYSE: CBT) has announced the expansion of its circular reinforcing carbon production capabilities into Asia Pacific, specifically validating facilities in Cilegon, Indonesia, and Tianjin, China. These facilities will produce reinforcing carbons from tire pyrolysis oil (TPO) using an ISCC PLUS mass balance approach, furthering tire manufacturers' sustainability goals. This strategic move establishes Cabot's regional production presence across Asia, Europe, and the Americas, supported by 13 ISCC PLUS certified sites and two certified masterbatch/compounding sites in Europe.
Cabot Corporation Announces Production Capabilities in Asia
Cabot Corporation has expanded its production capabilities for circular reinforcing carbons in Asia Pacific, with facilities in Indonesia and China now validated. This move, leveraging tire pyrolysis oil and ISCC PLUS certification, allows Cabot to produce sustainable solutions across all major regions (Asia, Europe, Americas). It supports tire manufacturers' sustainability goals and strengthens Cabot's "make-in-region, sell-in-region" approach for supply chain efficiency and environmental improvement.
Cabot Corp (NYSE:CBT): A GARP Investment Following Peter Lynch's Principles
Cabot Corp (NYSE:CBT) is presented as a potential Growth at a Reasonable Price (GARP) investment, aligning with Peter Lynch's investment philosophy. The company fits Lynch's criteria through its steady earnings growth, appealing Price/Earnings to Growth (PEG) ratio of 0.38, strong Return on Equity (ROE) of 19.4%, and sound financial condition. While past growth has been good, recent challenges in sales and earnings require further investigation to determine if the slowdown is temporary or a more lasting trend.
Allianz Asset Management GmbH Sells 15,301 Shares of Cabot Corporation $CBT
Allianz Asset Management GmbH reduced its stake in Cabot Corporation by 24.2%, selling 15,301 shares and now owning 0.09% of the company. Despite an 11.1% year-over-year revenue drop, Cabot beat EPS expectations, reporting $1.53 versus $1.40, and projected FY2026 EPS of $6.00–$6.50. The company also declared a quarterly dividend of $0.45 per share, resulting in an annualized dividend of $1.80 and a 2.4% yield.
Cabot eyes carbon black capacity rationalisation amid slow demand
Cabot Corp. is considering rationalizing carbon black capacity in its Reinforcement Materials business, particularly in the Americas and Europe, due to persistent slow demand and increased tire imports. The company aims for an additional $30 million in savings this fiscal year through cost reductions and efficiency improvements. Despite an 18% decline in Q1 earnings for the Reinforcement Materials unit, Cabot anticipates a return to growth for tire production in Western regions by 2026 and 2027.
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation
Cabot Corporation has finalized its acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation, expanding its global manufacturing footprint and reinforcing its position as a leading provider of reinforcing carbons. This acquisition strengthens Cabot's partnership with Bridgestone and enhances production capacity and operational flexibility, allowing it to offer a broader range of products to customers. The strategic location of the MXCB facility near Cabot's existing Altamira facility also supports future growth opportunities.
Cabot Corporation (NYSE:CBT) Q1 2026 Earnings Call Transcript
Cabot Corporation reported Q1 2026 adjusted EPS of $1.53, navigating a challenging economic environment with strengths in its Performance Chemicals segment, particularly Battery Materials. While Reinforcement Materials faced declines due to lower tire production and increased competitive pressure, the company is implementing cost savings, rationalizing capacity, and focusing on growth opportunities in battery materials, including a new multiyear agreement with PowerCo. Cabot also narrowed its full-year EPS guidance and maintains a strong balance sheet for strategic investments and shareholder returns.
Cabot Expands Mexico Footprint With MXCB Facility Buyout
Cabot Corporation has completed the acquisition of Mexico Carbon Manufacturing (MXCB) from Bridgestone Corporation for approximately $70 million. This acquisition expands Cabot's global production network, enhances operational efficiencies by being near existing Altamira operations, and strengthens its capacity to serve the tire and industrial rubber sectors. The move supports Cabot's strategy for market expansion and addresses rising demand for reinforcing carbon products.
Assessing Cabot: Insights From 5 Financial Analysts
Five financial analysts have provided their assessments of Cabot (NYSE: CBT), with their opinions ranging from somewhat bullish to somewhat bearish. The average 12-month price target is set at $71.0, reflecting a 4.05% decrease from the previous average. The article also details Cabot's financial performance, including a decline in revenue, strong net margins, and effective asset and equity utilization.
Ashton Thomas Private Wealth LLC Acquires 50,792 Shares of Cabot Corporation $CBT
Ashton Thomas Private Wealth LLC significantly increased its stake in Cabot Corporation (NYSE:CBT) by 343.9%, purchasing an additional 50,792 shares to own a total of 65,561 shares valued at $4.986 million. This move is part of a broader trend of institutional investors adjusting their positions in Cabot, with hedge funds and other institutions collectively owning 93.18% of the company's stock. Despite mixed analyst ratings and some revenue weaknesses, Cabot's focus on lithium battery chain production for the EV market and strong adjusted EPS have been noted.
Cabot Corporation completes acquisition of Mexico Carbon Manufacturing from Bridgestone
Cabot Corporation has finalized its acquisition of Mexico Carbon Manufacturing from Bridgestone Corporation. This strategic move strengthens Cabot's relationship with Bridgestone, expands its global manufacturing footprint, and enhances production capacity and flexibility to meet diverse customer demands. The new facility, located near Cabot's existing Altamira plant, will enable the production of a wider range of reinforcing carbon products.
Cabot Corp (NYSE:CBT) Beats Q1 Earnings Estimates Despite Revenue Miss
Cabot Corporation (NYSE:CBT) reported Q1 fiscal year 2026 adjusted EPS of $1.53, beating analyst estimates of $1.42, but missed revenue expectations with $849 million against an anticipated $896 million. Shares declined approximately 1.4% in after-hours trading due to the revenue miss and a challenging outlook for its Reinforcement Materials segment. Despite this, the company highlighted a significant multi-year supply agreement for battery materials and strong cash generation, supporting share repurchases and dividends.
Mizuho downgrades Cabot stock to Neutral on weak carbon black demand
Mizuho downgraded Cabot Corp. (NYSE:CBT) from Outperform to Neutral, reducing its price target to $75.00 from $80.00, citing weak demand for carbon black in the tire and rubber industry. The firm also lowered EPS estimates for fiscal years 2026 and 2027, noting that Cabot’s recent earnings guidance was below their previous expectations. Despite the downgrade, other recent news includes Cabot surpassing earnings estimates, completing a strategic acquisition in Mexico, and receiving positive sustainability ratings.
Mizuho downgrades Cabot stock to Neutral on weak carbon black demand
Mizuho has downgraded Cabot Corp. (NYSE:CBT) from Outperform to Neutral and reduced its price target to $75.00 due to an anticipated lack of recovery in demand for carbon black in tire and rubber products. The firm also lowered its EPS estimates for fiscal years 2026 and 2027, citing weak guidance from Cabot's recent earnings report. Despite the downgrade, Cabot has seen recent positive developments, including exceeding earnings estimates, a price target increase from Jefferies, and strategic acquisitions and board changes.
CABOT CORP SEC 10-Q Report
Cabot Corporation has released its Form 10-Q report for the first quarter of fiscal 2026, revealing a decrease in net sales, gross profit, and net income compared to the same period in fiscal 2025. The decline was attributed to less favorable pricing, product mix, and lower volumes in both its Reinforcement Materials and Performance Chemicals segments, particularly in the Americas and Asia Pacific regions. The company also announced plans to cease fumed silica production at its Barry, Wales plant and provided a mixed outlook for the second quarter of fiscal 2026.
Cabot (CBT) stock jumps 12% after earnings, battery deal headlines and tire worries linger
Cabot (CBT) shares rose 12% after the company released its fiscal first-quarter earnings, tightened its full-year adjusted EPS guidance, and announced a multi-year supply deal with PowerCo SE for battery materials. Despite continued weakness in tire-related volumes, demand for battery materials boosted the Performance Chemicals segment. The company also acquired Mexico Carbon Manufacturing from Bridgestone and declared a quarterly dividend.
Cabot (NYSE:CBT) Trading 8.2% Higher on Earnings Beat
Cabot Corporation (NYSE:CBT) saw its stock rise 8.2% after reporting stronger-than-expected Q1 adjusted EPS, despite a revenue miss and lower-than-consensus FY2026 guidance. The specialty chemicals company reported adjusted EPS of $1.53 against a $1.40 consensus, though revenue was $849M, missing estimates and down 11.1% year-over-year. Cabot also declared a $0.45 quarterly dividend and highlighted a new multi-year supply agreement supporting its battery-materials growth.
Cabot Corporation (CBT): A Bull Case Theory
This article summarizes a bullish thesis on Cabot Corporation (CBT), highlighting its strong market position as a specialty materials company with high switching costs in carbon black manufacturing. The company benefits from stable financial health, exposure to the growing EV market, and contracts that mitigate oil price volatility, despite recent volume declines and potential shifts toward "green tyres." The analysis suggests CBT is undervalued below $64.50 per share, presenting a compelling investment opportunity.
Cabot Corp Profit Drops In Q1
Cabot Corp (CBT) announced a significant drop in its first-quarter earnings, with net income falling to $73 million from $93 million in the same period last year. Earnings per share decreased from $1.67 to $1.37, while adjusted earnings were $1.53 per share. The company's revenue also declined by 11.1% to $849 million for the quarter.
Cabot Corporation Reports First Quarter Fiscal Year 2026 Results with 13% Decrease in Adjusted EPS and Strategic Supply Agreement with PowerCo SE
Cabot Corporation reported first quarter fiscal year 2026 results, with diluted EPS of $1.37 and adjusted EPS of $1.53, marking a 13% year-over-year decrease in adjusted EPS. Despite a challenging demand environment, the company generated robust cash flow from operations of $126 million and signed a multi-year supply agreement with PowerCo SE for conductive carbons for lithium-ion battery applications. Cabot narrowed its full-year fiscal 2026 Adjusted EPS outlook to between $6.00 and $6.50 per share, focusing on strategic growth in Battery Materials and operational efficiencies.
Cabot Corporation Reports First Quarter Fiscal Year 2026 Results
Cabot Corporation reported its first quarter fiscal year 2026 results, with diluted EPS of $1.37 and Adjusted EPS of $1.53, a 13% decrease year-over-year. The company saw a 7% increase in Performance Chemicals segment EBIT due to favorable product mix and strength in Battery Materials, while Reinforcement Materials segment EBIT decreased 22% due to lower volumes. Cabot also signed a multi-year supply agreement with PowerCo SE for conductive carbons and dispersions for lithium-ion battery applications, reinforcing its leadership in Battery Materials.
Cabot Corporation Reports First Quarter Fiscal Year 2026 Results
Cabot Corporation reported a decrease in revenue and diluted EPS for the first quarter of fiscal year 2026, with diluted EPS at $1.37 and net sales at $849 million. The Reinforcement Materials segment saw a decline due to lower volumes, while the Performance Chemicals segment grew, driven by strength in Battery Materials and a new supply agreement with PowerCo SE. The company also narrowed its Adjusted EPS guidance for the full fiscal year 2026 to $6.00 to $6.50 per share.
Cabot Corporation (NYSE:CBT) Announces Quarterly Dividend of $0.45
Cabot Corporation (NYSE:CBT) announced a quarterly dividend of $0.45 per share, payable on March 13th to shareholders of record by February 27th. This marks 14 consecutive years of dividend increases, with an annualized yield of 2.5% and a payout ratio of 22.8%. Despite a recent earnings miss and a slight revenue decline, analysts anticipate future EPS growth, suggesting the company's ability to sustain its dividend.
Cabot completes acquisition of Mexico Carbon Manufacturing S.A. from Bridgestone
Cabot Corporation has finalized its acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation, strengthening its partnership with Bridgestone and expanding its global manufacturing footprint. This acquisition enhances Cabot's production capacity, operational flexibility, and ability to offer a broader range of reinforcing carbon products. The move is a significant step in Cabot's strategy to grow in its core markets and ensure long-term success.
Cabot completes acquisition of Bridgestone carbon black plant in Mexico
Cabot Corp. has finalized its acquisition of Bridgestone Corp.'s reinforcing carbon black facility in Mexico for $70 million. This strategic move aims to boost Cabot's production capacity and operational flexibility, strengthening its partnership with Bridgestone. The facility, originally opened by Bridgestone in 2008 to supply its North American tire plants, will now enable Cabot to produce a wider range of carbon black products.
Cabot Corporation Board Declares Dividend
The Board of Directors of Cabot Corporation (NYSE: CBT) declared a quarterly dividend of $0.45 per share on the company's common stock. This dividend is payable on March 13, 2026, to stockholders of record as of February 27, 2026. Cabot Corporation, headquartered in Boston, Massachusetts, specializes in chemicals and performance materials.
Cabot acquires Bridgestone carbon black facility
Cabot Corporation has acquired a carbon black manufacturing facility from Bridgestone in Mexico, expanding its operations. The article also mentions other industry news such as Dow implementing job cuts, Bridgestone launching a new winter tire, ContiTech being up for sale, and Camfin ending its shareholder agreement with Sinochem for Pirelli.
Cabot Corporation Board Declares Dividend
Cabot Corporation's Board of Directors declared a quarterly dividend of $0.45 per share on January 9, 2026. This dividend is payable on March 13, 2026, to stockholders of record as of February 27, 2026. Cabot Corporation is a global specialty chemicals and performance materials company.
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing from Bridgestone
Cabot Corporation has acquired Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation, expanding its global footprint and strengthening its position in the carbon black market. The acquisition was finalized on February 2, 2026, and further financial or operational details have not been disclosed. This move aligns with Cabot's strategy to enhance its manufacturing capabilities in carbon black production.
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation
Cabot Corporation announced the successful completion of its acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation. This acquisition strengthens the partnership between Cabot and Bridgestone, expands Cabot's global manufacturing footprint, and enhances its capacity and flexibility to provide a broader range of reinforcing carbon products. The MXCB facility is strategically located and will support Cabot's growth in core markets and ensure supply reliability for customers.
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation
Cabot Corporation has successfully acquired Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation, expanding its global manufacturing footprint and reinforcing its position as a leading provider of reinforcing carbons. This acquisition enhances Cabot's production capacity and operational flexibility, allowing it to better support diverse customer needs and future growth. The move is a significant step in Cabot's strategy to grow in its core markets and strengthen its partnership with Bridgestone.
Cabot completes acquisition of Mexico Carbon Manufacturing
Cabot Corporation (NYSE:CBT) has finalized its acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation, expanding its global manufacturing footprint for reinforcing carbon products. This strategic move, supported by Cabot's strong financial health including a 10% free cash flow yield and 2.49% dividend yield, aims to enhance supply reliability and production capabilities. The acquisition also strengthens Cabot's partnership with Bridgestone and positions the company for long-term growth.
Cabot expands Mexico carbon capacity with Bridgestone plant acquisition
Cabot Corporation announced the completion of its acquisition of Mexico Carbon Manufacturing S.A. de C.V. (MXCB) from Bridgestone Corporation on February 2, 2026. This acquisition expands Cabot's global manufacturing footprint, enhances production capacity, and strengthens its commercial partnership with Bridgestone, especially for reinforcing carbon products near its Altamira facility. The deal follows a definitive agreement announced in August 2025 and receipt of all required regulatory approvals.
Cabot Corporation Completes Acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation
Cabot Corporation has completed its acquisition of Mexico Carbon Manufacturing S.A. de C.V. from Bridgestone Corporation. This strategic move expands Cabot's global manufacturing footprint, enhances production capabilities, and strengthens its partnership with Bridgestone, allowing it to meet diverse customer needs. The acquisition is seen as a significant step in Cabot's growth strategy in its core markets.
Cabot's Strategic Pivot Fuels Cautious Optimism Among Investors ()
Cabot Corporation is experiencing cautious optimism from investors after Zacks upgraded its stock from "Strong Sell" to "Hold." This shift is driven by Cabot's strategic pivot towards battery materials and recycling initiatives, despite recent financial underperformance. The company's partnerships with PowerCo (Volkswagen Group) and Dunlop for sustainable materials in EVs and tire manufacturing are key to its future growth and diversification.
Cabot (NYSE:CBT) Upgraded by Zacks Research to Hold Rating
Zacks Research upgraded Cabot (NYSE:CBT) from a "strong sell" to a "hold" rating, aligning with MarketBeat's consensus "Hold" rating and a target of $72.25. This comes after Cabot reported a quarterly EPS miss ($1.70 vs. $1.72 estimate) and a 10.2% year-over-year revenue decline, along with lowered FY2026 guidance. Despite institutional ownership of over 93%, analyst opinions are mixed, reflecting uncertainty about the company's future performance.
Dunlop, Cabot join forces to test circular reinforced carbons potential
Dunlop and Cabot are collaborating to evaluate the potential of integrating Cabot's circular reinforced carbons into the mass production of Dunlop tires. This partnership aims to test the viability of circular materials in tire manufacturing. The article highlights this initiative alongside other news in the rubber industry, including Alpha Technologies' growth under new private equity ownership and Nokian Tyres' work with birch bark.
Cabot (CBT) to Release Quarterly Earnings on Tuesday
Cabot (NYSE:CBT) is scheduled to release its Q1 2026 earnings after market close on Tuesday, February 3rd. Analysts anticipate earnings of $1.40 per share and revenue of $889.11 million, with full-year guidance set at $6.00-$7.00 EPS. The company previously missed Q4 2025 EPS estimates and saw a 10.2% YoY revenue decline, yet analysts forecast an $8 EPS for the current and next fiscal year.
Cabot Corporation (NYSE:CBT) Given Consensus Rating of "Hold" by Analysts
Analysts have given Cabot Corporation (NYSE:CBT) a consensus "Hold" rating, with an average one-year price target of $72.25, close to its current share price. The specialty chemicals company recently reported Q3 earnings per share of $1.70, missing analyst estimates, and revenue of $899 million, a 10.2% year-over-year decrease. Cabot also announced a quarterly dividend of $0.45 per share, representing a 2.5% yield.
Dunlop, Cabot in link-up for rCB use in tires
Dunlop, part of Sumitomo Rubber Industries (SRI), has partnered with Cabot Corp. to commercialize Cabot’s "resource-recycling reinforcing carbon" (rCB) for tire applications. This collaboration aims to evaluate and integrate rCB derived from end-of-life tire pyrolysis, processed through Cabot's Evolve sustainable technology platform, into Dunlop tires. The initiative seeks to enhance performance compared to other carbon black alternatives, lower the carbon footprint of tire production, and meet anticipated market demand for sustainable materials.
SG Americas Securities LLC Reduces Stock Position in Cabot Corporation $CBT
SG Americas Securities LLC significantly reduced its stake in Cabot Corporation, selling 61.6% of its shares in Q3 2025. This comes as Cabot missed Q3 EPS estimates, reported a revenue decline, and provided FY2026 guidance below analyst expectations. Analyst sentiment for CBT is mixed, with an average "Hold" rating, while the company continues to focus on boosting production in the lithium battery chain for the EV market.
Cabot Corp. (NYSE:CBT) Emerges as a Strong Peter Lynch GARP Candidate
Cabot Corp. (NYSE:CBT) has been identified as a strong "Growth at a Reasonable Price" (GARP) candidate, aligning with Peter Lynch's investment philosophy. The company exhibits steady earnings growth, a low Price/Earnings to Growth (PEG) ratio, high Return on Equity (ROE), and careful financial management. While past EPS growth is strong, investors should monitor slowing sales and future growth projections.
Cabot grades well in environmental review
Cabot Corporation has received high marks in the CDP climate review, as reported by Rubber News. The article highlights Cabot's strong performance in environmental sustainability, underscoring its commitment to climate initiatives.
Cabot Corp Announces Board Nomination and Resignation
Cabot Corporation announced the conditional resignation and reappointment of Thierry Vanlancker to its Board of Directors. This change is effective immediately prior to the 2026 Annual Meeting and aims to rebalance the board classes. The announcement was made on January 8, 2026.
Cabot Corporation announces board changes ahead of 2026 annual meeting
Cabot Corporation recently announced changes to its board of directors ahead of its 2026 Annual Meeting. The company plans to nominate Thierry Vanlancker for election to a new term expiring in 2029, a move that involved a conditional resignation to rebalance the board's class structure. This announcement follows their Q4 2025 earnings report, a new supply agreement with PowerCo SE for EV battery materials, and an improved environmental rating from CDP.
Cabot Increases Sustainability Progress in CDP Assessment
Cabot Corporation announced its 2025 environmental ratings from CDP, showing consistent progress in sustainability programs. The company improved its Water Security rating to A- and maintained a B for Climate Change, reflecting strong performance in managing water-related risks and reporting transparency. This marks Cabot's fifth consecutive year of improvement, despite stricter reporting standards.
Cabot Corporation Demonstrates Continuous Sustainability Progress in CDP Assessment
Cabot Corporation announced its 2025 environmental ratings from CDP, achieving an A- for Water Security and a B for Climate Change. The company's Water Security score improved from a B in 2024, surpassing global and industry averages, while its Climate Change score maintained a solid B, showing continuous improvement in subcategories like climate risk disclosure. These results reflect Cabot's ongoing commitment to transparency and enhancing its environmental performance.
